How to Retire: CliffsNotes Edition!
Monday, January 13, 2025
12:00 pm to 1:00 pm EST
Planning for retirement isn't just a matter of lining up financial resources--though that's a crucial step. It's also crucial to determine what will provide structure, purpose and identity, and relationships when you're no longer working. Christine Benz will discuss key takeaways from her recent book How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. She'll assess the importance of guaranteed income in retirement, structuring an investment portfolio to support in-retirement cash flows, and thinking through how you'd pay for long-term care, among other topics.
In this presentation, you'll learn:
- The value of guaranteed lifetime income sources, especially Social Security, and how to identify your own retirement income style
- How to build a portfolio for retirement that will provide stability and long-term growth
- How to develop a long-term care plan, regardless of your financial resources
- What women need to bear in mind when creating their retirement plans
Biography
Christine Benz is director of personal finance and retirement planning for Morningstar. She’s the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement, published in 2024. Benz is also author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances; co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller; and author of the book’s second edition. She also co-hosts a podcast, The Long View. In 2020, Barron’s named her to its list of the 100 most influential women in finance, and to its second such list in 2021.
Moderator
Sheila Crye, LDEI Chapter Board Liaison, Committee Chair of LDEI Live Online
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